If your team already runs HubSpot or Pipedrive, you aren't shopping for a system of record. You're shopping for what happens between the parking lot and the record. A field sales app is the layer that decides whether a visit shows up in your sales records the same day, or only when someone has time to type it up.

Search for a field sales app and you'll find plenty of roundups, and many are written by vendors who appear in them. That's normal marketing, but it doesn't help you decide. This post doesn't rank anything. It gives you seven questions to ask every vendor, including us, and a one-page scorecard to keep the answers honest.

Start with how a visit works today

Before you add an app, write down what a rep actually does after a visit, not what the process document says. Does the rep open HubSpot or Pipedrive at the stop, in the car, or at the kitchen table at 9 p.m.? Does the manager see it the same day, or the next Monday?

Then ask your managers a harder question: for any given week, whose records can you trust? If the answer is "some reps, not others," that's a habit problem, and the habit forms around whatever is easiest when the visit ends. Detail fades fast, and notes typed at night are shorter than notes made at the stop. We wrote about that in why logging at night loses detail.

We won't describe what the HubSpot or Pipedrive mobile apps do here. They change, and their own pages are the right place to check. Judge them against your reps' real day, then decide what's left over.

Seven questions to ask any field sales app vendor

Ask all seven. Ask them to show the answer in a live account, not on a slide.

1. Where does the visit record end up, and who writes it there?

A good answer names the exact place in HubSpot or Pipedrive: the company record, the contact, an activity, or a note. It should also say whether the rep or the app creates it. If the visit lives in the vendor's own system and someone has to move it, you've added a second system, and second systems are where field data goes to sit.

2. What does the rep do at the stop, step by step?

Have the vendor walk through a real visit. Count the taps. Ask what the rep has to fill in versus what the app already knows. Reps adopt tools that make the day easier, and they drop tools that add a form. If the demo makes you tired, imagine a rep doing it six times a day.

3. What does the manager see, and does the rep see their own gaps first?

A manager needs to know how the week went without chasing anyone. But an app that only reports upward feels like surveillance to the people using it. Ask whether reps see their own gaps before a manager does. That one design choice changes how a team feels about the tool.

4. How does it connect to HubSpot or Pipedrive, and in which direction?

"Integrates with" can mean a lot of things. Some apps connect through a tool like Zapier, some build their own connection, and either can work well. Ask for the detail: which system the data flows from and to, which fields are written, and what happens when a record changes on the other side. Ask separately for HubSpot and for Pipedrive, because the answers can differ. Get the answer in writing for the one you use.

5. What happens with weak signal?

Field work includes parking garages, rural roads, and warehouse floors. Ask the vendor to show what happens when the rep has one bar, or none. Don't accept "it works anywhere" without watching it happen.

6. Is pricing per seat and all-in, or built from modules?

Ask for the total for your rep count, including every add-on you'd need for the first year. Then ask what changes if you add 10 reps. A price that needs a spreadsheet to explain is a price you'll be surprised by later.

7. How long until a rep's first useful visit, and what must you configure?

Ask for the real steps between "we signed" and "a rep logged a visit that mattered." Ask who does the setup, you or them. A tool that needs a project plan will lose to a tool a rep can try on Tuesday.

Mapping, route planning, and capture are different jobs

Field sales apps don't all solve the same problem. Some lead with the map: territories, routes, who's nearby. SPOTIO, for example, describes itself on its home page as "The AI-Powered Field Sales Execution Platform" (checked Oct. 1, 2026). Others lead with what happens at the stop and after it. Neither approach is wrong. They fit different pain.

If your reps already know their routes and the trouble is the record after the visit, weight questions 1 and 2 heavily. If the trouble is planning the day, weight the map. Decide which problem you have before you read a feature list, or the feature list will decide for you.

Question 4 is worth a second look. SPOTIO's integrations page lists both HubSpot and Pipedrive and says "Most integrations are configured to be bi-directional" (checked Oct. 1, 2026). That's a reasonable thing to say, and it's also a good reason to ask any vendor which direction applies to the system you use, and to see it on your own account.

A one-page scorecard you can copy

Score each vendor from 0 to 2 on each question. A 0 means no clear answer. A 1 means a clear answer, but only said or shown on a slide. A 2 means they showed it live, with your HubSpot or Pipedrive account. No weights, no pre-filled vendors. Add your own.

Have one rep and one manager score alongside you. Their totals will tell you more than yours.

Where Voze fits

Voze is a field sales app built around one idea: know what happened on every visit. Reps capture the visit at the stop, and it's on the record after. Reps see their own gaps first, so managers can coach from a clear view of the week instead of chasing updates. You can read more on the platform page and see what it looks like for reps.

Here's our answer to question 4, so you can score it like any other. Voze connects through Zapier to HubSpot, Pipedrive, and the other systems teams already run, and we build a custom connection for larger teams. Ask us to walk you through how a visit gets to your record, step by step, the same way you'd ask anyone else.

Then run the other six questions on us too. If you'd like to see the answers on your own account, book a demo. If you run HubSpot, the HubSpot field sales guide goes deeper on the setup questions.